Portfolio Manager, Private Client Group
Nancy joined Clearstead in 2012 and has over 15 years of investment management experience. Nancy is responsible for the development and maintenance of investment policy, asset allocation, manager selection, and portfolio monitoring client portfolios.
Nancy’s prior experience includes serving as an Associate Portfolio Manager for RAV Financial Services, LLC as well as an Associate for Fairway Wealth Management, LLC. Nancy is an MBA graduate from Case Western Reserve University’s Weatherhead School of Management, with a concentration in Finance. She also holds a BS in Accounting from the University of Florida, Gainesville and a BA in Education from the University of Massachusetts, Amherst.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114